Check List
(Only in distance learning versions)

When the participant finishes each module, they can connect to the virtual classroom and download the corresponding check list.  This is an exercise which allows them to adapt and apply in a very real way the material learned in the module. In this way, they develop a series of control cards for each of the areas studied.  This control card is returned to the tutor who then gives their opinion. Here is an example:

Check List  “Export Department”

 Student's Name:

Country:

Date:

Email:

In this exercise you should design the future export department of your company if this does not already exist, or improve on it if it already exists.

THE EXPORT DEPARTMENT

  

PROFILE OF THE DEPARTAMENT

 

  • Personell needed and their functions:

            Export Manager:

            Area managers:

            Export Clerks:

            Others:

 

  • Retrain the personell or hire new people?

 

  • Estimated budget:

 

 

 

 

 

 

 

  • Minimum sales figures in order to make the department profitable:

 

  • Resources required:

 

  • Functions (define each)

 

·        Orders

 

·        Quotations

 

·        Customs clearance

 

·        Transport

 

·        Payments and receipts

 

·        Translations

 

·        Market research

 

·        Promotion and advertising

 

·        Training

 

  • Department responsibilities:

 

  • Forcasted "Bottle-necks":

 

 

ORGANIZATIONAL CHART

 

  • Please define the Export Department's place within the company's overall organizational chart:

 

 

 

 

 

 

 

 

 

 

 

  • Define with each of the other departments how information will be shared and in the case that links do not currently exist, please redifine the new links.

 

·        Export Department and General Management.

 

 

 

·        Export Department and Sales Department

 

 

 

·        Export Department and Marketing Department

 

 

 

·        Export Department and Production Department

 

 

 

·        Export Department and Finance Department

 

 

 

·        Export Department and Administration

 

 

 

·        Export Department and Purchasing Department

 

 

 

·        Export Department and R+D Department

 

 

 

 

EXPORT MANAGER

 

·        Personal Characteristics:

 

      Male / Female / Doesn't matter:

 

      Approximate age:

 

      Motivation:

 

Open mind:

 

Patience:

 

Aggressive sales person:

 

Entrepreneurial spirit:

 

Attitude towards new situations:

 

Open or shy person:

 

      Speed of reaction:

 

·        Training:

 

      Higher level studies:

 

      Masters / Post-graduate:

 

     Other studies:

 

      Information technology:

 

      e-Commerce:

 

·        Languages

 

Spoken

Written

Read

Spanish   

English   

French  

German 

Italian   

Portuguese  

Arabian  

Others

 

 

 

 

      

·        Experience:

Export related  work-experience:

 

 

 

Institutional relationships:

 

Experience in the sector:

 

 

Client portfolio:

 

Experience in the following markets:

 

North America:

 

Asia:

 

Africa:

 

Europe:

 

Australia:

 

·        Estimated salary:

 

·        Functions (Define each of them)

 

·        Sales plan

 

·        Analyze markets

 

·        Client selection

 

·        Sales Network

 

·        Marketing Plan

 

·        Retraining

 

·        Analyze demands and requirements

 

·        Price lists

 

·        Co-ordinate and control

 

·       Advertising

 

·        Control of activities

 

·        Special cases

 

·        Financial management

 

·        Public Institutions

 

·        Customer service

 

·        e-Commerce

 

·        Business Trips

 

·        Others

 

 

EXPORT CLERK

 

·        Personal Characteristics:

 

      Male / Female / Doesn't matter:

 

      Approximate age:

 

      Motivation:

 

Open mind:

 

Patience:

 

Aggressive sales person:

 

Entrepreneurial spirit:

 

Attitude towards new situations:

 

Open or shy person:

 

      Speed of reaction:

 

·        Training:

 

      Higher level studies:

 

      Masters / Post-graduate:

 

     Other studies:

 

      Information technology:

 

      e-Commerce:

 

·        Languages

 

Spoken

Written

Read

Spanish   

English   

French  

German 

Italian   

Portuguese  

Arabian  

Others

 

 

 

 

      

·        Experience:

Export related  work-experience:

 

 

 

Institutional relationships:

 

Experience in the sector:

 

 

Client portfolio:

 

Experience in the following markets:

 

North America:

 

Asia:

 

Africa:

 

Europe:

 

Australia:

 

·        Estimated salary:

 

·        Functions (Define each of them)

 

·        Follow-up and control of offers

 

·        Receipt of orders

 

·        Production orders

 

·        Stock Control

 

·        Packing / Packaging control

 

·        Transport management

 

·        Customs despatch management

 

·        Invoicing

 

·        Customer Service

 

·        Payment of Commissions

 

·        Organizing information

 

·        Supporting the Export Manager

 

·        Others